Algert Global’s JPMorgan Chase JPM Stock Holding History

Algert Global’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.4M	Sell	41,050 -863	-2%	-$268K	0.16%	188
2026 Q1	$12.3M	Buy	41,913 +14,041	+50%	+$4.26M	0.19%	154
2025 Q4	$8.98M	Buy	27,872 +3,754	+16%	+$1.16M	0.14%	244
2025 Q3	$7.61M	Buy	24,118 +6,883	+40%	+$2.05M	0.13%	270
2025 Q2	$5M	Sell	17,235 -650	-4%	-$166K	0.1%	330
2025 Q1	$4.39M	Buy	17,885 +1,885	+12%	+$481K	0.11%	319
2024 Q4	$3.84M	Buy	16,000 +1,690	+12%	+$394K	0.09%	372
2024 Q3	$3.02M	Buy	+14,310	New	+$3.01M	0.08%	430
2023 Q3	–	Sell	-12,061	Closed	-$1.75M	–	1180
2023 Q2	$1.75M	Buy	12,061 +8,200	+212%	+$1.13M	0.08%	431
2023 Q1	$503K	Hold	3,861	–	–	0.02%	819
2022 Q4	$518K	Buy	3,861 +553	+17%	+$70.1K	0.03%	793
2022 Q3	$346K	Buy	+3,308	New	+$380K	0.02%	912
2022 Q1	–	Sell	-1,641	Closed	-$260K	–	1249
2021 Q4	$260K	Buy	+1,641	New	+$269K	0.03%	779
2021 Q3	–	Sell	-1,595	Closed	-$248K	–	1046
2021 Q2	$248K	Sell	1,595 -471	-23%	-$74K	0.08%	322
2021 Q1	$315K	Buy	+2,066	New	+$297K	0.1%	293

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Algert Global's JPM Position: Q2 2026 in Review

Algert Global reduced its JPMorgan Chase (JPM) stake by 2.1% in Q2 2026, selling an estimated $268K and leaving 41,050 shares worth $13.4M. The position accounts for 0.16% of the portfolio, ranked #188.

Algert Global first reported a position in JPM in Q1 2021 and has held it in 15 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Algert Global held 41,050 shares of JPMorgan Chase worth $13.4M as of Q2 2026.
Algert Global sold 863 JPMorgan Chase shares in Q2 2026, an estimated $268K.
JPMorgan Chase made up 0.16% of Algert Global's portfolio in Q2 2026, its #188 holding.
Algert Global first reported a position in JPMorgan Chase in Q1 2021 and has held it in 15 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.